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Microsoft

Enhance Dynamics 365 Sales with tools and apps

Microsoft via Microsoft Learn

Overview

  • Module 1: Learn how to use Microsoft 365 services with model-driven apps in Dynamics 365 customer engagement apps.

    This module explains how to:

    • Integrate email with Dynamics 365 to show emails as activities in Dynamics 365 applications.
    • Examine server-side synchronization and learn why it matters in Dynamics 365 implementations.
    • Review and set up document management options that are available through Microsoft SharePoint.
    • Learn about the Dynamics 365 app for Outlook and how to deploy it.
    • Tailor the Dynamics 365 app for Outlook.
    • Review Auto capture and Email engagement capabilities that are available as part of Sales Insights.
  • Module 2: Learn about the Dynamics 365 Sales mobile app.

    In this module, you'll:

    • Learn how to deploy and use the Dynamics 365 Sales mobile app.
    • Manage records.
    • Customize form views.
    • Set up push notifications.

Syllabus

  • Module 1: Module 1: Use Microsoft 365 services with model-driven apps in Dynamics 365 customer engagement apps
    • Introduction
    • Set up mailboxes
    • Server-side sync
    • Document management
    • Deploy the app for Outlook
    • Set up Dynamics 365 App for Outlook
    • Integrate with Microsoft Teams
    • Auto capture
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Get started with the Dynamics 365 Sales mobile app
    • Introduction
    • Deploy the mobile app
    • Use the mobile app
    • Manage records
    • Customize form views
    • Set up push notifications
    • Check your knowledge
    • Summary

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